See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,794 | $124,281-82.5% | $109,143-80.0% | $167,490-87.0% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 19.14% | 26.04%-6.9pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,128 | $4,207-49.4% | $3,722-42.8% | $4,837-56.0% |
| Participant deferral / active EE | $2,837 | $5,255-46.0% | $4,653-39.0% | $6,341-55.3% |
| Admin fee / account holder | $156 | $7,970-98.0% | $6,752-97.7% | $12,309-98.7% |